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Helping you guard your financial future

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Helpful Content

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Replacing Your Medicare Card

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

 

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Toddlers to Teens: The Lesson of Money

Money is a central part of everyday life as an adult. We spend time most days earning it, we need it for survival, and we want it for fun and entertainment.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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